Streamline Your Database Reporting Process

Data-Centrix automates the flow of your firm’s data to leading consultant databases globally, improving profile completion rates and building accuracy in the process.

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Key Features

While our technology simplifies data management, our strong focus on client service and hands-on engagement to maximize database opportunities is what really sets us apart.

Intuitive Templates

Highly intuitive templates significantly reduce the time spent by managers on data collection and reconciliation. Upload your data in one easy click and let the templates take care of the rest.

Unmatched Client Support

Consider IMSS an extension of your team. Each and every client is assigned a dedicated Client Relationship Manager to help every step of the way.

Expedited Data Distribution

Data-Centrix processes the templates, reconciles and formats the data, and distributes to consultant databases effortlessly.

Seamless Transition

Onboarding is quick and easy with custom narrative workbooks. IMSS conforms to your process to ensure a seamless transition. Easily onboard your firm, or add additional strategies or vehicles to any database.

How it Works

IMSS takes a very hands-on approach with each manager we work with to ensure a seamless transition to Data-Centrix and alleviates time and resources on managers with data reporting.

“We began our relationship with IMSS based on a colleague recommendation to assist us in writing RFP’s and DDQ’s. It was evident to us immediately that the team paid great attention to detail and ramped up very quickly. A year into our relationship we decided to outsource our database population due to limited internal resource bandwidth to complete this process in the intricate detailed manner we wanted. "

- Director of Client Service & Trader / Director of Business Development Investment Firm, New York, NY

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